|
1
|
|
$383M
|
+$42.4M
|
+692,990
|
+13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$116M
|
+$66.2M
|
+1,081,161
|
+137%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.9M
|
+$30.5M
|
+497,979
|
+162%
|
|
|
4
|
|
$24.9M
|
+$13.6M
|
+222,341
|
+124%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.67M
|
+$3.6M
|
+58,815
|
+91%
|
|
|
6
|
CoreCap Advisors
Southfield,
Michigan
|
$5.53M
|
+$2.97M
|
+48,594
|
+120%
|
|
|
7
|
Milestone Wealth
Buffalo,
New York
|
$4.43M
|
-$80.3K
|
-1,311
|
-2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.18M
|
+$1.7M
|
+27,847
|
+119%
|
|
|
9
|
Bank of New York Mellon
New York
|
$1.87M
|
+$1.05M
|
+17,157
|
+132%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$1.74M
|
+$1.71M
|
+27,949
|
New
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.4M
|
+$714K
|
+11,658
|
+107%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$890K
|
+$474K
|
+7,739
|
+117%
|
|
|
13
|
ICA Group Wealth Management
Denver,
Colorado
|
$848K
|
+$925K
|
+15,103
|
New
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$354K
|
+$406K
|
+6,629
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$305K
|
+$300K
|
+4,908
|
New
|
|
|
16
|
Ausdal Financial Partners
Davenport,
Iowa
|
$222K
|
+$219K
|
+3,571
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
+$61
|
+1
|
+6%
|
|
|
19
|
Delta Investment Management
San Francisco,
California
|
–
|
-$2.94M
|
-44,790
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.13M
|
-17,121
|
Closed
|
|
